Latest news with #DWFVentures
Business Insider
04-08-2025
- Business
- Business Insider
DWF Ventures Publishes Analysis of SocialFi Token Creation App Zora
Web3 investor and ecosystem builder DWF Ventures has published an analysis of Zora, the token creation app that's emerged as a competitor to and Bonk. In the report, DWF Ventures examines the rise of Zora to become a cornerstone of the creator economy, launching 1.5M tokens and generating $420M in volume. DWF Ventures' detailed assessment of Zora charts the rise of the platform, which lies at the intersection of the token launchpad and SocialFi sectors. It details its rapid growth and assesses its prospects of maintaining momentum and claiming market share from competitors such as Built on Base, Zora's social app is made for the new creator economy. Every post and profile it contains is an instantly tradable ERC20 token, incentivizing users to create original content that will resonate with Zora's community. Creators earn 1% of every trade, ensuring that users are fairly remunerated for the content they post and memes they make. As DWF Ventures explains, Zora creators can post content in the form of photos, art, or ideas which users are able to mint for a period of time. Once the mint duration, which usually lasts three days, concludes, the market begins. A small percentage of initial mint fees is used to bootstrap liquidity, while creators can claim a portion of fees from the liquidity pool. Core features identified by DWF Ventures that have attributed to Zora's success include built-in creator royalties; global and programmable liquidity; and its permissionless onchain markets, which mark a significant improvement over V1 of the app in which offchain secondary marketplaces had to be used for selling and post-minting. While Zora-related onchain activity has diminished slightly from its April high, DWF Ventures notes that it has picked up notably in the past week with a significant increase in daily created tokens, unique creators, trading volume, and rewards. The uptick in these metrics has pushed Zora past $420M in lifetime volume and $3.4M in rewards. In its report, DWF Ventures examines the similarities and differences between Zora and memecoin launchpads such as and Bonk. All three platforms utilize a bonding curve prior to DEX migration and are highly speculative in nature given that tokens have little to no intrinsic value. However, Zora's deployment on Base coupled with its SocialFi features give it a unique distribution channel and differentiate it from its Solana-based rivals. DWF Ventures goes on to examine the novel design of Zora's reward system that ensures all content creators have an opportunity to earn – not just influencers with large followings. This design also feeds into its native token, which has been programmed with a strong value accrual mechanism because a portion of all value generated flows into $ZORA. The report concludes by considering Zora's prospects of becoming a major player in the growing SocialFi sector or whether its novelty will wear off as users seek new experiences and fresh opportunities. DWF Ventures finishes by stating that 'we are excited for the SocialFi sector and its journey to becoming mainstream,' before inviting projects building interesting SocialFi solutions to reach out to them. The DWF Ventures report can be read in full here. About DWF Labs DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges. Contact VP of Communications Lynn Chia
Business Insider
28-07-2025
- Business
- Business Insider
DWF Ventures Analyzes Catalysts Behind ETH's Price Rally, Including Rising Institutional Interest
DWF Ventures, the venture arm of web3 investor and market maker DWF Labs, has published an analysis of ETH's 30-day performance and future prospects. It examines the catalysts behind ETH's rally, which has seen its price rise by 70% in the past month, with a particular focus on institutional support. In its analysis, first published as an X thread, DWF Ventures assesses whether ETH's recent performance is indicative of an Ethereum season arriving, propelling both ETH and the assets its EVM ecosystem supports to greater heights. DWF pinpoints the triggers that have prompted ETH to break out of a three-year downtrend and flip bullish. The web3 investment firm notes that ETH's recent price rise hasn't occurred in a vacuum, but is rather the product of growing interest in the Ethereum ecosystem. Onchain activity on Ethereum has been increasing steadily including transactions, active addresses, volume, and the total percentage of ETH staked. Many of these metrics are at or approaching all-time highs, paving the way for ETH to move up. As highlighted in the report, institutions are increasingly acquiring ETH as a strategic asset, whose ETF inflows have surged past 230,000 ETH in a single day, while the ETH/BTC ratio has broken out of a multi-year downtrend. The analysis observes that companies are leveraging ETH for treasury diversification, capitalizing on its yield-generating potential through staking and DeFi integrations. It also asserts that greater regulatory clarity, aided by legislation such as the GENIUS Act, has provided the transparency required to attract cautious investors, paving the way for sustained upward momentum. Public companies that have purchased significant quantities of ETH include SharpLink Gaming, which DWF Ventures records as having purchased over $1B of the crypto asset since May. It acknowledges that BTC remains the asset of choice for public companies acquiring crypto, but suggests that ETH's ability to generate native yield via staking is desirable for preferred stock holders who are accustomed to receiving dividends. Other tailwinds contributing to ETH's rally, as outlined by DWF Ventures, include the CLARITY Act, which places less restrictions on institutions accessing ETH because it is regarded as a commodity rather than a security. It also notes that while the GENIUS Act was primarily concerned with stablecoins, Ethereum's dominance of almost 50% of the total stablecoin market cap will work in its favor as stablecoin capitalization increases. DWF Ventures concludes by analyzing increased institutional demand to bring capital onchain through tokenized RWAs and participation in DeFi, with Ethereum overwhelmingly the blockchain of choice. It cites global institutions including BlackRock, PayPal, Deutsche Bank, and UBS all utilizing Ethereum infrastructure. It finishes: 'The strong performance of associated sectors and tokens are encouraging signs of a potential '$ETH szn', especially for protocols that share and benefit from overlapping tailwinds in clearer regulation, stablecoin expansion, and onboarding of institutional capital.' The full ETH analysis from DWF Ventures can be read here. About DWF Labs DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges. Contact Lynn Chia
Business Insider
12-07-2025
- Business
- Business Insider
DWF Ventures Analyzes USDT's Prospects of Dominating Competitive Stablecoin Market
Dubai, UAE, July 12th, 2025, Chainwire DWF Ventures, the venture arm of web3 investor and market maker DWF Labs, has released a comprehensive report exploring the future of stablecoins, with a spotlight on Tether's USDT and scaling solutions like Plasma and Stable. The analysis delves into the current state of stablecoins and how new purpose-built chains are poised to enhance USDT's global adoption by addressing compliance and scalability issues. In its stablecoin analysis, delivered in the form of an X thread, DWF Ventures examines the evolution of stablecoins, from synthetic dollars to digital payment solutions powering over $27 trillion in transfer volume, surpassing giants like Visa and Mastercard. It highlights how stablecoins now support use cases such as inflation hedging, global payroll, remittances, and consumer fintech. The report assesses the US Treasury Secretary's expectation of a $2 trillion stablecoin market by 2028, alongside recent milestones like Circle's IPO and the GENIUS Act. However, DWF Ventures identifies key inefficiencies in the current stablecoin ecosystem, including liquidity fragmentation across chains, lack of transparency, complex fiat ramps, and vulnerability to regulatory shifts. Issuers and adopters face chain dependency risks, volatile fees, and optimization gaps, particularly as over 80% of transactions occur on Tron and Ethereum. Tether dominates with a 62% market share and commensurate revenue, with USDT and Circle's USDC accounting for 83% of transactions. This dominance has spurred new projects like Stable and Plasma, both backed by Tether, to optimize USDT for broader use cases such as payments, remittances, and enterprise DeFi. Stable is an EVM-compatible Layer 1 designed exclusively for stablecoins, featuring zero gas fees on USDT transfers and native USDT gas payments, DWF Ventures notes, making it the first standalone L1 to enable this. It unlocks low-cost scalability through features like bridging via LayerZero, native liquidity on Stable L1, built-in institutional compliance tools, off-chain sequencing, and a private mempool for enterprises. Plasma, an EVM-compatible Bitcoin sidechain focused on stablecoins, has already hit a $1 billion deposit cap amid buzz around its upcoming XPL public sale. It emphasizes enabling scalable onchain merchant payments, remittances, commodity trading, and yields on stablecoins and Bitcoin. Key features include gas fees paid in whitelisted tokens with zero fees for USDT transfers, optional privacy via ZK or mixer protocols, and performance of up to 2K TPS with low latency. The report compares these solutions against Tron, highlighting shared traits such as the ability for USDT to serve as a native gas token as well as the availability of protocol-level compliance, but notes distinctions in network types, consensus mechanisms, and privacy features. While Tron excels in cross-chain bridging, high DeFi activity, and community governance, Stable prioritizes enterprise tools, and Plasma offers optional privacy and Bitcoin integration. DWF Ventures warns of ongoing challenges, including regulatory uncertainties and the need for better infrastructure to scale stablecoins into a foundational financial system. Yet it remains bullish, viewing Plasma and Stable not as replacements for USDT but as upgrades for faster and compliant global adoption. The analysis concludes: 'Stablecoins as a whole aren't just growing, they are forming and becoming the foundation for a new financial system.' DWF Ventures anticipates continued stablecoin growth and innovation and invites builders to connect for potential investments. The full DWF Ventures stablecoin analysis can be read here. DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges. Contact
Business Insider
03-07-2025
- Business
- Business Insider
DWF Ventures Releases Deep Analysis of DeFi Lending Markets
DWF Ventures, the venture arm of web3 investor and market maker DWF Labs, has published a detailed analysis of decentralized finance lending markets. The report examines key players, market dynamics, and emerging trends shaping the lending landscape, with a focus on protocols driving innovation across the omnichain landscape. The analysis explores the competitive lending market, where protocols like Aave, Compound, and Sky (formerly MakerDAO) are vying for dominance. Lending markets have grown significantly, with total value locked in DeFi lending protocols surpassing $65B across major chains. The report highlights the critical role of lending in DeFi, enabling users to borrow against collateralized assets while providing lenders with yield opportunities. DWF Ventures identifies several strengths in the current lending market, including robust protocol revenues, high capital efficiency, and increasing adoption of cross-chain lending solutions. It notes that Aave's market share has increased to around 60% and examines its forthcoming v4, which introduces a Hub and Spoke architecture that enhances modularity, liquidity, and developer flexibility. The report also highlights innovative features like flash loans and dynamic interest rate models, which enhance user flexibility and improve market resilience. However, the analysis pinpoints concerns about potential risks, including liquidation cascades during market volatility and regulatory uncertainties impacting DeFi's growth. DWF Ventures notes that while lending protocols have shown resilience, the sustainability of high yields and the impact of declining crypto prices remain challenges to monitor. The report points to promising developments, such as the integration of real-world assets (RWAs) into lending protocols and the rise of undercollateralized lending models, which could unlock new use cases. DWF Ventures also emphasizes the growing importance of Solana-based lending platforms, which benefit from low transaction costs and high throughput, positioning them as strong competitors to Ethereum-based protocols. The report concludes by touching upon positive tailwinds such as a more favorable regulatory climate and the rapid growth of stablecoins that are accelerating growth, noting: 'These tailwinds not only reinforce lending markets as the backbone of DeFi but also position them to become the fastest-growing sector in the DeFi ecosystem.' The full DWF Ventures lending markets analysis can be read here. DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges. Contact Lynn Chia
Business Insider
27-06-2025
- Business
- Business Insider
DWF Ventures Report Reveals $76B Crypto Treasury Investment by Public Companies
Leading web3 venture capital firm DWF Ventures has published a research report revealing the growth in crypto treasury investment by public companies. It has identified 14 companies that have rolled out a crypto investment strategy, and who collectively now hold digital assets worth $76B. In the past year, DWF Ventures has noted investments of more than $40B made by public companies. It pinpoints a total of 14 such companies that now have significant crypto treasuries. Aside from the Michael Saylor-led Strategy with its $67B investment, DWF Ventures cites public companies such as Trump Media, GameStop, Metaplanet, Tesla, and Semler Scientific. The report examines the different ways in which publicly listed companies can raise capital and deploy crypto treasuries. Examples include Private Investment in Public Equity (PIPE); At-The-Market (ATM) Equity Sales; Credit Facility; Reverse Merger; and Company Treasury. It notes the popularity of PIPE and convertible notes as used by the likes of Trump Media, Interactive Strength, and GameStop. DWF Ventures also explores the crypto assets that public companies have elected to acquire. Bitcoin predictably dominates, but it highlights examples of companies that have established altcoin treasuries. These include Nano Labs (BNB) as well as companies investing in ETH, SOL, SUI, and TRX. One of the more interesting deals that was examined as a case study is Tron's reverse merger. This will effectively see Tron go public in the U.S. through a reverse merger with Nasdaq-listed SRM Entertainment Inc. (SRM). SRM Entertainment has also entered into a $100 million equity agreement to fund its Tron treasury. The report concludes: 'Building on our recent investment in Interactive Strength (TRNR) for the FET treasury, DWF Labs is actively exploring further opportunities within the US equity market. The company is keen to engage in similar structured deals moving forward.' The DWF Ventures crypto treasury report can be read in full here. DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges. Contact Lynn Chia
